Commercial Account Handler - Insurance
Full-Time | Permanent | Office-Based
We're working with a well-established independent insurance broker in Plymouth who are looking to recruit a Commercial Account Handler to join their growing commercial team.
This role is perfect for someone with personal lines experience looking to transition into commercial insurance, or for a commercially minded handler seeking a new challenge.
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The Role:
As a Commercial Account Handler, you'll be responsible for managing a portfolio of SME and mid-market commercial clients, handling renewals, day-to-day servicing, and liaising with insurers to deliver high-quality solutions.
Key Responsibilities:
* Managing renewals, adjustments, and client queries for commercial clients
* Preparing and issuing policy documentation and renewal information
* Liaising with insurers to secure competitive cover
* Maintaining accurate client records and documentation
* Supporting Account Executives with client meetings and servicing
* Ensuring all work meets regulatory and company standards
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About You:
* Experience in personal or commercial insurance broking
* Good understanding of commercial products is desirable, but training can be provided
* Excellent communication and organisational skills
* Customer-focused, proactive, and detail-oriented
* Cert CII qualified or working towards
* Experience using Acturis or similar systems advantageous
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What's on Offer:
* Salary: £32,000 - £35,000
* Office-based role in Plymouth
* 25 days holiday plus bank holidays
* Pension scheme and company benefits
* Training and support to transition into commercial insurance
* Friendly, supportive team environment
* Career progression opportunities
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This is a great opportunity for someone looking to transition from personal lines into commercial insurance or develop their commercial account handling career with a respected broker in Plymouth.
Apply today or contact us for a confidential discussion.